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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,591 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $23,541 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,890 | $66,310+28.0% | $93,606-9.3% | $65,185+30.2% |
| Participation rate | 83.6% | 74.0%+9.6pp | 75.8%+7.8pp | 70.2%+13.4pp |
| Annual return | 24.28% | 42.58%-18.3pp | 32.76%-8.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $600 | $2,012-70.2% | $2,718-77.9% | $2,177-72.4% |
| Participant deferral / active EE | $3,131 | $3,342-6.3% | $4,069-23.1% | $3,514-10.9% |
| Admin fee / account holder | $259 | $6,897-96.2% | $7,888-96.7% | $847-69.4% |